Santa Barbara Fiduciary

🚨 Tips for Seniors to Stay a Step Ahead of Scammers 🚨 1️⃣ Monitor Your Account Digitally → Use mobile and online banking to look for suspicious activity on your account. Set up text or email notifications to inform you of transactions. 2️⃣ Enlist Help from Trusted People → Add a trusted friend or family (or fiduciary!) member as a Shared Access user to your digital account. The view-only access makes it easy for them to help you monitor. 3️⃣ Know and Share the Latest Scams → A popular tactic thieves use is pretending to be a family member in trouble, needing money urgently. Don’t fall for it. Stay informed and share this knowledge with others. 🔎 If you, or a senior you know, think you’ve been scammed → Contact us and/or the company involved right away. Then, report it and get help with your case from the U.S. Department of Justice's National Elder Fraud Hotline at 833-FRAUD-11 (372-8311). To learn more about the latest scams, check out @ScamSquad on YouTube or sign up for the Baker Fraud Report! 🛡️ Together, we can stay vigilant and protect what's important. 💪

🎆🇺🇸 Happy 4th of July from Santa Barbara Fiduciary! 🇺🇸🎆 As we celebrate Independence Day, we are profoundly grateful for the core values that define our amazing nation: freedom, self-reliance, and the pursuit of happiness. These principles resonate deeply with our mission at Santa Barbara Fiduciary, where we strive to empower older adults to live fulfilling, independent lives. 🌟 We are honored to support our clients in maintaining their autonomy and quality of life as they age, ensuring they can enjoy the freedom and happiness they deserve. 🏡👵👴 Thank you to our incredible community and clients for allowing us to be part of your journey. We treasure your trust and partnership. Wishing you all a safe and joyous 4th of July! 🎉 #IndependenceDay #SantaBarbaraFiduciary #GratefulNation #EmpoweringSeniors #QualityOfLife #Freedom #CommunityFirst #ClientThankYou

🔑 Why Fiduciary Services are Crucial for Elders and Their Families A California Licensed Professional Fiduciary can provide an invaluable layer of financial security and peace of mind for elders and their families. Here's why our services at Santa Barbara Fiduciary stand out: 🛡️ Regulated and Secure: Professional fiduciaries are held to strict standards and policies to ensure your finances are protected. They are prohibited from mixing your money with their own or that of other clients and carry insurance to cover any losses due to negligence. These rigorous standards do not apply to family members or friends appointed as fiduciaries. 🔝You Are Their Priority: For professional fiduciaries, serving clients is both a duty and a livelihood. This ensures your interests are their top priority. Unlike friends or family, who might unintentionally mix personal feelings with financial decisions, professional fiduciaries make unbiased and conflict-free decisions. This commitment prevents mismanagement driven by self-interest, lack of experience, or emotional disputes. ⚖️ Legal Expertise: Professional fiduciaries are well-versed in state and federal laws governing estate planning. They possess the knowledge and experience to navigate legal systems and effectively communicate with attorneys, accountants, Veterans Affairs, the Social Security office, and other agencies you may rely on. 🌟 Choose Santa Barbara Fiduciary for unparalleled dedication, ethical standards, and expert management of your assets. Trust us to be the reliable partner you need during challenging times. Visit our website for more info 👉 https://buff.ly/3zgNDKp or give us a call today 📞 👉 805.308.6842 #EstatePlanning #TrustsAndEstates #FiduciaryServices #ProfessionalFiduciary #SantaBarbaraFiduciary #FinancialCare #TrustManagement #AssetProtection #ElderCare #FinancialSecurity

🌟 **Stay Informed: Recent Legislative Changes and Their Impact on Your Estate Plan 🌟 Navigating the complexities of estate planning can be challenging, especially with new laws and regulations constantly emerging. At Santa Barbara Fiduciary, we are dedicated to keeping you informed and prepared. 🏛️📜 In our latest blog post, we explore: ✅ The SECURE Act 2.0: Understand its implications for your retirement savings. ✅ Changes in Estate and Gift Tax Exemptions: Learn how these changes might affect your estate planning strategies. ✅ California AB 328: Get insights on enhanced fiduciary regulations and what they mean for you. 🔍 Why It Matters: Staying up-to-date with these legislative changes is crucial for protecting your assets and ensuring your wishes are honored. Our expert insights will help you navigate these updates with confidence. 📖 Read the full blog here → https://buff.ly/3VEqnx9 #EstatePlanning #Fiduciary #FinancialPlanning #SECUREAct #TaxExemptions #CaliforniaLaw #ThoughtLeadership #ProfessionalServices #SantaBarbaraFiduciary

🌅 **Discover the Charm of Santa Barbara** 🌅 There's so much to love about Santa Barbara! From its stunning coastline to its vibrant cultural scene, our city has something for everyone. Whether you're a local or planning a visit, there's always something exciting happening. Check out the Santa Barbara Calendar of Events → https://buff.ly/3znHf3M to stay updated on the latest happenings around town. From festivals to farmers' markets, there's always something to explore and enjoy. At Santa Barbara Fiduciary, we are proud to be a part of this wonderful community. Let us know your favorite local spots or upcoming events you're excited about in the comments! #SantaBarbara #CommunityLove #ExploreLocal

📝 **Planning for the Future: Essential Estate Planning Tips** 📝 Considering an update to your estate plan? Whether you're new to the concept of a professional fiduciary or believe one could be better suited than a friend or family member, here are key steps to ensure your plan is comprehensive and up-to-date: → 1. Consult a Professional Fiduciary: Get expert advice tailored to your specific needs. → 2. Inventory Your Assets & Liabilities: Maintain a detailed list to streamline your planning process. → 3. Assemble Your Pro Estate Planning Team: Collaborate with fiduciaries, attorneys, and advisors. → 4. Get Your Documents in Place: Ensure all necessary legal documents are prepared and current. → 5. Put Your Plan Into Action: Implement the steps with professional support. → 6. Keep Your Plan Up-To-Date: Regular reviews and updates are crucial to adapt to life changes. Want personalized guidance or more detailed information? Our team is here to help. 📄 Learn more about our services → https://buff.ly/3XCc66S 📊 Check out our 'Successor Fiduciary Appointment Planning Process' infographic below to see how we can make your planning seamless and stress-free. #EstatePlanning #FuturePlanning #ProfessionalFiduciary

💬 **Client Success Story** 💬 “After my mother passed away in April of 2021, I became the trustee of a complicated family trust, and I literally did not know the first thing to do. Luckily, I came across a glowing recommendation for Lindsay Leonard and made a call to Santa Barbara Fiduciary. Lindsay’s intelligence and expertise in her field, along with her keen attention to detail, saved me many hours of anxiety and frustration. She was extremely helpful in explaining what I needed to do, offering assistance and reminders along the way. Along with maintaining all the necessary records, she also assisted in communicating with my lawyer, tax preparer, and other necessary professionals, which was tremendously helpful." I highly recommend Santa Barbara Fiduciary who helped me with the following services: → Accounting services: Maintaining records of all trust transactions, maintaining an accurate bookkeeping ledger with descriptive notations of all trust income and receipts, and financial reporting, as appropriate. → Fiduciary guidance: Reviewing, gathering, and understanding pertinent estate planning documents, determining and inventorying assets, helping work through beneficiary issues, and assistance/guidance through the sale of home including help obtaining and maintaining proper insurance. → Professional coordination: Facilitating communications and follow-up with attorneys and other professionals. → Tax assistance: Organizing and reporting tax information for accurate and prompt filings, record keeping, passwords, and insurance management." I feel so fortunate to have found Lindsay Leonard. She truly made my life easier and more worry-free during this difficult time. Thank you, Lindsay!” Discover how we can help your clients with similar fiduciary needs. 📖 Read Doreen’s full testimonial and what other clients have to say about us here ➝ Santa Barbara Fiduciary Testimonials #ClientTestimonial #SuccessStory #EstatePlanning

👪 **Supporting Aging Parents with Ease** 👪 Do you have clients worried about managing their aging parents' finances, care, and personal affairs? Whether they live near or far, having a professional fiduciary ensures their assets are managed with utmost care and precision. Learn more about how our team provides seamless support, from trustee duties to power of attorney roles. 📞 Explore our services → https://buff.ly/3XCc66S #AgingWithGrace #AgingInPlace #EstatePlanning

🏢 **Are You an Attorney, CPA, or Financial Advisor Serving High Net Worth Clients?** 🏢 Helping your clients manage complex assets can be daunting. From residential and commercial property to intricate accounting requirements, it’s essential to have the right expertise. At Santa Barbara Fiduciary, we specialize in assisting with sub-trust administrations and managing multi-faceted estates, ensuring everything is handled proficiently. Let’s collaborate to provide the best for our clients in Santa Barbara! 📚 Read about how we work with financial advisors → https://buff.ly/3VQN2YD #EstatePlanning #FinancialAdvisors #SantaBarbara

🔍 Looking to make your charitable donations more tax-efficient and avoid the headaches of tax record keeping? “Bunching" your donations can save you thousands on your taxes while supporting your favorite causes. Plus, discover how a donor-advised fund can streamline your giving and simplify your tax records. 💡 Learn more in our latest blog 👉 https://lnkd.in/ggiNvnyK #CharitableGiving #TaxEfficiency #EstatePlanning #TrustAdministration #ProfessionalFiduciary #SantaBarbaraFiduciary